Sapna Surbhat Venkatesh
Brookfield,WI
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized service solutions. Good communication, multitasking and conflict resolution skills. Proficient in updating records and processing customer requests.
Overview
4
4
years of professional experience
Work History
Sales Coordinator
Piramal Capital And Housing Finance
07.2021 - 08.2022
- communicated with different departments of the branch to streamline workflows for greater operational efficiency within the organization.
- Maintained detailed and accurate records of the team including their day to day performance, goals & achievements and updated database regularly to maintain top-notch service.
- circulated progress reports to the team on a daily basis resulting in increased sales knowledge & productivity.
- Worked closely with the sales team and supported them in their efforts to meet or exceed individual targets by providing necessary resources and assistance.
- Provided comprehensive training for new hires on company policies, procedures, and software systems to ensure seamless integration within the team.
- Collaborated with credit team and operation team to resolve various issues impacting sales activities.
Customer Support– Consultant
Cure.fit
03.2020 - 10.2020
- Experience in Customer interaction and handling queries through email and sometimes call when requested.
- Delivered personalized assistance and knowledge for product usage, ensuring customers felt confident and supported in their journey.
- Reduced average call resolution time by implementing effective problem-solving strategies and maintaining a comprehensive knowledge base.
- Proactively identified opportunities for upselling products or services based on individual customer needs, driving revenue growth.
- Actively participated in weekly team meetings to share insights, best practices, and identify areas for improvement within the department.
- Maintained a high level of professionalism when handling sensitive information or addressing escalated concerns from customers.
- Documented detailed notes after each interaction to ensure accurate record-keeping and seamless hand-off between shifts or departments if required.
- Consistently met or exceeded performance metrics, and implemented feedback from supervisory evaluations demonstrating a strong commitment to customer success.
Service Officer
Kotak Mahindra Bank Ltd.
10.2018 - 10.2019
- Experience in Customer interaction and resolving their concerns by efficiently addressing and resolving service-related issues.
- Well versed with Banking transactions such as NEFT, RTGS, GST and IT payments.
- Streamlined service processes for increased efficiency and improved customer experience.
- Coordinated closely with other departments to resolve complex client issues promptly and effectively leading to increased client retention and loyalty.
- Handled the branch keys including Vault, locker room, branch door and completed any other required opening or closing task to facilitate smooth team operations.
- Contributed to business growth by identifying sales opportunities during routine client interactions.
- Analyzed customer feedback to identify areas for improvement and implemented necessary changes.
- Developed and maintained strong relationships with key clients, fostering long-term partnerships.
- Counted and handled cash drawers and deposits, checked supplies when required.
Education
Bachelor of Commerce - Accounts
Oxford College of Business Management
Bangalore 06.2018
Skills
- Customer Service-Oriented
- Customer Education
- Data Entry
- Recordkeeping
- Developing customer relationships
- Teller experience
- Goal-oriented mindset
- Branch operations
Timeline
Sales Coordinator
Piramal Capital And Housing Finance
07.2021 - 08.2022
Customer Support– Consultant
Cure.fit
03.2020 - 10.2020
Service Officer
Kotak Mahindra Bank Ltd.
10.2018 - 10.2019
Bachelor of Commerce - Accounts
Oxford College of Business Management
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